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Help centreRoles, permissions & audit

Roles, permissions & audit

Who can do what, and the record of what was done.

  1. How permissions work: resource, action and scopeEvery button and page in the portal is gated by a permission made of a feature, an action and, for some features, a scope.OwnerManager
  2. Roles: create, clone, edit, deleteMake a role for a job your team has, starting from an existing role's permissions, and retire roles nobody holds.OwnerApp
  3. Change what a role can doTick and untick actions in the permission matrix, save, and reset a role to its defaults if you go too far.OwnerApp
  4. Audit logsWho did what and when, across every module, with filters, detail of what changed, and a CSV export.OwnerManagerApp
  5. Privacy & DataThe legal documents you accepted, who accepted them and when, and the customer notice to print for your counter.OwnerApp
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